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Disclosery

FIRST TRUST ADVISORS LP: SMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on SMG, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 198,022 SMG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,022 shares
    Change vs previous 13F +44,344 shares

    0.01% of the 13F portfolio, value $13,487,256.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 153,678 shares
    Change vs previous 13F +123,041 shares

    0.01% of the 13F portfolio, value $9,345,186.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,637 shares
    Change vs previous 13F -121,937 shares

    <0.01% of the 13F portfolio, value $1,787,683.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 152,574 shares
    Change vs previous 13F +56,770 shares

    0.01% of the 13F portfolio, value $8,689,089.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 95,804 shares
    Change vs previous 13F -17,670 shares

    0.01% of the 13F portfolio, value $6,319,228.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 113,474 shares
    Change vs previous 13F -77,487 shares

    0.01% of the 13F portfolio, value $6,228,573.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 190,961 shares
    Change vs previous 13F +73,339 shares

    0.01% of the 13F portfolio, value $12,668,322.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 117,622 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,197,827.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).